Communications Breakdown: Big Data

Wednesday, February 07, 2018

Impairment Orange LU 17.9m
MSR -3.3% (+2.9% excl MVNO impact, +6.7% excl MVNO & RLAH impact)
Adj EBITDA -21% (-1.8% excl Wallon pylon deal; +11% excl Wallon deal & RLAH impact)
Opex related to BB+TV 13.4m (~x2)
Rev MVNO-loss impact (Telenet) 2017 on rev -9.1m (17Q4 -15.3m), RLAH impact -36.4m (o/w -8.4m in 17Q4)
EBITDA impact MVNO-loss -7.5m, impact RLAH -7.3m
Cable business 2017 EBITDA impact -18.5m
NB-IoT & LTE-M nationwide
Launches unlimited mobile data/voice/SMS plan 180212 (a first in BE)
Targets 2018

adj EBITDA 280-300m (incl MVNO loss impact -30m on rev [also lost Lycamobile, will lose VOOmobile]
RLAH impact on rev -26m & on EBITDA -17m
capex (excl cable) flat
focus on oper efficiency
mid-term BB market share target 10%
div 2017 50c
started using network data (dropped calls) to identify & target eligible residential customers for a femtocell
Big Data for targeted network investments, churn mgt, rev assurance/fraud detection
plans one-stop shop (fixed & mobile) for businesses, coop with Orange Business Services

Tuesday, November 05, 2013

Twitter's IPO is about a number of issues:

Innovation. The service should not grow old with its user base. There has been some innovation recently (DM among non-followers, previews). It could use innovation to compete with Facebook, Instagram (via Vine), WhatsApp. The trouble is that Twitter by nature is a simple service, and hence innovation is more or less ruled out. Same as Netflix. (However, Netflix has passed a point of no return where it is quickly becoming too large to be overtaken by any competitor.)
Advertising. So far, we have seen few formats (3), but when Google acquired YouTube, markets were equally skeptic over options to expand advertising on YouTube. Further, Twitter acquired MoPub.
Big Data. Twitter sits on a ton of data. Apparently, tweets about TV shows make Twitter especially interesting to TV advertisers.
Growth. Can Twitter accelerate?

Communications Breakdown